Use a shared evaluation workspace safely

Outcome: Explore the product and create approved test records without disrupting a shared workspace.

For: Anyone using a shared trial, sandbox, or evaluation workspace
Permission: Use the exact action resource permission required by the task you choose
Time: 5 minutes
Changes made: None unless you choose a write action

If you're stuck

Stop before a second write action; repeated changes make recovery harder.
Record the current page URL, record ID, action, timestamp, and time zone.
Use only the verified undo instructions in the matching task guide.

Before you start

Confirm that you are in the intended company workspace.
Ask the workspace owner to approve sanitized test information before use.
Give temporary records a clear prefix your team recognizes, such as Test.
Keep a list of anything you create so it can be reviewed and removed safely.

Action-safety guide

Action type	Examples	Safe default
View-only	Search, filter, open a record, change graph depth	Continue; confirm no save or confirmation appears
Shared data change	Create, edit, attach, detach, publish, or delete	Obtain workspace-owner approval and follow the task guide
Access change	Invite a user, assign a Role, change Permissions	Verify another administrator remains active
Integration or bulk action	Add a connection, start collection, upload a file	Use sanitized input and understand the rollback before submitting
Billing action	Change plan, payment method, or subscription state	Obtain billing-owner approval; never perform it for documentation capture

Safe read-only actions

Search, filter, sort, and paginate tables.
Switch among available inventory views.
Open assets, Elements, Collections, Structures, Asset Types, and catalog entries.
Explore a Relationship Graph and change its visual filters or depth.
Review company, role, usage, and subscription information already visible to you.

Expected result: Your exploration does not create a save confirmation, unsaved-change bar, invitation, import job, or billing action.

Ask before making these changes

Create, edit, attach, detach, publish, hide, restore, or delete a shared record
Add, test, refresh, disable, or remove an integration
Run a bulk import
Invite a member or change a role
Change company settings
Change a plan, payment method, or subscription state

Never enter production credentials, passwords, tokens, private keys, real customer data, unnecessary personal information, or payment details.

Recover from an accidental change

Stop before making another change.
Record the page URL, record name or ID, action, timestamp, and time zone.
Use a verified undo or detach action once when the result is clear.
Do not delete other records to hide the change.
Contact Support if the impact is uncertain.

Check your result

Continue after you can identify the read-only actions and the actions that require approval. Record how to remove every temporary record you create.

Learn and continue

Learn: Product map and terminology
In WanAware: Open /launchpad and follow Your first 30 minutes.

Next steps

Get help

Email [email protected] and include:

Company, affected user, page URL, timestamp, and time zone
Record ID and the action taken
Screenshot or exact message and expected versus actual behavior

Never send passwords, credentials, tokens, payment details, or secret values.